Civic Intelligence

Carter Robertson Charitable Foundation

990 • Fiscal year 2020 • EIN 26-6302315

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 08, 2021

Organization ProfileN/A
3845 Rambling RdPerrin, TX 76486

(817) 598-6922

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

100th percentile

374%

Higher net margin than 100% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

19th percentile

-21%

Faster asset growth than 19% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$28,827

Down $7,508 (-21%) from 2019

Net Assets

Down

$28,827

Down $7,508 (-21%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$2,008

Down $18,296 (-112%) from 2019

Expenses

Down

$5,500

Down $2,000 (-27%) from 2019

Net Income

Down

-$7,508

Down $16,296 (-185%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60K$40K$20K$0Assets 2010: $18,229Net Assets 2010: $18,2292010Assets 2013: $2,141Net Assets 2013: $2,1412013Assets 2014: $1,128Net Assets 2014: $1,1282014Assets 2017: $4,295Net Assets 2017: $4,2952017Assets 2019: $36,335Liabilities 2019: $0Net Assets 2019: $36,3352019Assets 2020: $28,827Liabilities 2020: $0Net Assets 2020: $28,8272020Assets 2021: $36,212Liabilities 2021: $0Net Assets 2021: $36,2122021Assets 2022: $46,761Liabilities 2022: $0Net Assets 2022: $46,7612022Assets 2024: $25,921Net Assets 2024: $25,9212024

Highlighted filing

2020

Assets$28,827
Liabilities$0
Net Assets$28,827
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20K$10K$0-$10KRevenue 2010: $1,833Expenses 2010: $8,500Net Income 2010: -$6,6672010Revenue 2013: $10,094Expenses 2013: $11,000Net Income 2013: -$9062013Revenue 2014: $10,487Expenses 2014: $11,500Net Income 2014: -$1,0132014Revenue 2017: $10,928Expenses 2017: $10,250Net Income 2017: $6782017Revenue 2019: $16,288Expenses 2019: $7,500Net Income 2019: $8,7882019Revenue 2020: -$2,008Expenses 2020: $5,500Net Income 2020: -$7,5082020Revenue 2021: $16,385Expenses 2021: $9,000Net Income 2021: $7,3852021Revenue 2022: $12,548Expenses 2022: $2,000Net Income 2022: $10,5482022Revenue 2024: $12,0232024

Highlighted filing

2020

Revenue-$2,008
Expenses$5,500
Net Income-$7,508
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 8, 2021
Return Version
2020v4.0
Gross Receipts
$289,750
Mission and Program Overview

Mission

This organization is for the promotion of education and provides scholarships to young adults who graduate from high school and attend college to further their education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$36,335$28,827▼ $7,508
Total Assets$36,335$28,827▼ $7,508
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$36,335$28,827▼ $7,508
Total Net Assets Fund Balance$36,335$28,827▼ $7,508
Total Liabilities and Net Assets / Fund Balance$36,335$28,827▼ $7,508
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
David RobertsonTrustee
Jennifer RobertsonTrustee
Ronald BlakleyAdvisor
Revenue and Support

Revenue Composition

Contributions and Grants
$1,000
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$-3,008
All Other Contributions
$1,000
Change in Net Assets
$-7,508
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,500
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$5,500--$5,500
Total Functional Expenses$5,500$0$0$5,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$291,758
Fundraising Gross Income$288,750
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cr Memorial Tim$288,750$288,750$291,758$-3,008
Total Events$288,750$288,750$291,758$-3,008
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Board will review return at or near time of filing the return.”

Form 990, Page 6, Part VI, Line 19

“Documents will be made available upon request.”

Filing and Contact Details

Filer

Filer Name
Carter Robertson Charitable
EIN
26-6302315
Phone
8175986922
Address
3845 RAMBLING RD, PERRIN, TX 76486

Signing Officer

Name
Jennifer Robertson
Title
Trustee
Phone
9407982010
Signed
2021-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Robertson
Formed
2008
Legal Domicile
TX
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
George Morgan & Sneed Pc
Address
1849 WALL STREET, WEATHERFORD, TX 76086-6298
Preparer
Patrick E Sneed CPA
Phone
8175942704
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“The cr memorial time event is a timed roping competition for young adults. All proceeds from this event provides funding for the scholarships paid to high school graduates pursuing higher education.”

Form 990, Part XI, Line 9

“ROUNDING 0”

Raw XML Appendix271 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THIS ORGANIZATION IS FOR THE PROMOTION OF EDUCATION AND PROVIDES SCHOLARSHIPS TO YOUNG ADULTS WHO GRADUATE FROM HIGH SCHOOL AND ATTEND COLLEGE TO FURTHER THEIR EDUCATION.
IRS990/AllOtherContributionsAmt01000
IRS990/BooksInCareOfDetail/PersonNm0DAVID ROBERTSON
IRS990/BooksInCareOfDetail/PhoneNum09407962010
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03845 RAMBLING ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0PERRIN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd076486
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IRS990/CompensationProcessOtherInd0false
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IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01000
IRS990/CYGrantsAndSimilarPaidAmt05500
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt00
IRS990/CYOtherRevenueAmt0-3008
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-7508
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt05500
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0-2008
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0SCHOLARSHIP PAYOUTS TO 7 STUDENTS GRADUATING HIGH SCHOOL WHO PURSUED COLLEGE LEVEL EDUCATION.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
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IRS990/EmployeeCnt00
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IRS990/ExpenseAmt05500
IRS990/FamilyOrBusinessRlnInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0RONALD BLAKLEY
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID ROBERTSON
IRS990/Form990PartVIISectionAGrp/PersonNm2JENNIFER ROBERTSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0ADVISOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02008
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt0291758
IRS990/FundraisingGrossIncomeAmt0288750
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt05500
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt05500
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt05500
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0289750
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt058
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THIS ORGANIZATION IS FOR THE PROMOTION OF EDUCATION AND PROVIDES SCHOLARSHIPS TO YOUNG ADULTS WHO GRADUATE FROM HIGH SCHOOL AND ATTEND COLLEGE TO FURTHER THEIR EDUCATION.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt036335
IRS990/NetAssetsOrFundBalancesEOYAmt028827
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-3008
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-3008
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt036335
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt028827
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JENNIFER ROBERTSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActyOtherGrp/Desc0THE CR MEMORIAL TIME EVENT IS A TIMED ROPING COMPETITION FOR YOUNG ADULTS. ALL PROCEEDS FROM THIS EVENT PROVIDES FUNDING FOR THE SCHOLARSHIPS PAID TO HIGH SCHOOL GRADUATES PURSUING HIGHER EDUCATION.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt09100
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt07500
IRS990/PYOtherRevenueAmt07188
IRS990/PYRevenuesLessExpensesAmt08788
IRS990/PYTotalExpensesAmt07500
IRS990/PYTotalRevenueAmt016288
IRS990/ReconcilationRevenueExpnssAmt0-7508
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt09100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt020199
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02629
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01250
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt034178
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt013
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt013
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.52430
IRS990ScheduleA/PublicSupportPY170Pct00.55130
IRS990ScheduleA/PublicSupportTotal170Amt034178
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt09100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt020199
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02629
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01250
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt034178
IRS990ScheduleA/TotalSupportAmt065183
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt06188
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt010538
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt08299
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt05967
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt030992
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0291758
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CR MEMORIAL TIM
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0288750
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0288750
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0288750
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-3008
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0291758
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0291758
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt05500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt05
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CR MEMORIAL TIME EVENT IS A TIMED ROPING COMPETITION FOR YOUNG ADULTS. ALL PROCEEDS FROM THIS EVENT PROVIDES FUNDING FOR THE SCHOLARSHIPS PAID TO HIGH SCHOOL GRADUATES PURSUING HIGHER EDUCATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD WILL REVIEW RETURN AT OR NEAR TIME OF FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS WILL BE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ROUNDING 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt036335
IRS990/TotalAssetsEOYAmt028827
IRS990/TotalAssetsGrp/BOYAmt036335
IRS990/TotalAssetsGrp/EOYAmt028827
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt05500
IRS990/TotalFunctionalExpensesGrp/TotalAmt05500
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt036335
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IRS990/TotalProgramServiceExpensesAmt05500
IRS990/TotalRevenueGrp/ExclusionAmt0-3008
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0-2008
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt036335
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt028827
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03845 RAMBLING RD
IRS990/USAddress/CityNm0PERRIN
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd076486
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JENNIFER ROBERTSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09407982010
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARTER ROBERTSON CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CART
ReturnHeader/Filer/EIN0266302315
ReturnHeader/Filer/PhoneNum08175986922
ReturnHeader/Filer/USAddress/AddressLine1Txt03845 RAMBLING RD
ReturnHeader/Filer/USAddress/CityNm0PERRIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076486
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0751999675
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GEORGE MORGAN & SNEED PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01849 WALL STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEATHERFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0760866298
ReturnHeader/PreparerPersonGrp/PhoneNum08175942704
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK E SNEED CPA
ReturnHeader/ReturnTs02021-11-12T15:24:47-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JENNIFER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROBERTSON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,827
Liabilities
$0
Net assets
$28,827
Revenue
-$2,008
Expenses
$5,500
Net income
-$7,508
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$25.9$25.9$12.0
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$46.8$0.00$46.8$12.5$2.00$10.5
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.2$0.00$36.2$16.4$9.00$7.39
2020Detailed filing. Detailed filing data is available for this year.$28.8$0.00$28.8$2.01$5.50$7.51
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.3$0.00$36.3$16.3$7.50$8.79
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.30$4.30$10.9$10.3$0.68
2014Detailed filing. Detailed filing data is available for this year.$1.13$1.13$10.5$11.5$1.01
2013Detailed filing. Detailed filing data is available for this year.$2.14$2.14$10.1$11.0$0.91
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.2$18.2$1.83$8.50$6.67
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • <$500k nonprofits